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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,834 | $76,407-88.4% | $150,298-94.1% | $82,448-89.3% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 10.09% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $638 | $2,614-75.6% | $4,154-84.6% | $2,551-75.0% |
| Participant deferral / active EE | $825 | $3,214-74.3% | $5,453-84.9% | $4,139-80.1% |
| Admin fee / account holder | $2,212 | $6,352-65.2% | $14,116-84.3% | $7,234-69.4% |